WKWM
Walter & Keenan Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
5,540
| – | – | 0.08% | 136 |
|
|
2025
Q1 | $268K | Hold |
5,540
| – | – | 0.08% | 133 |
|
|
2024
Q4 | $265K | Hold |
5,540
| – | – | 0.08% | 132 |
|
|
2024
Q3 | $270K | Hold |
5,540
| – | – | 0.08% | 134 |
|
|
2024
Q2 | $262K | Hold |
5,540
| – | – | 0.08% | 131 |
|
|
2024
Q1 | $263K | Hold |
5,540
| – | – | 0.09% | 125 |
|
|
2023
Q4 | $263K | Hold |
5,540
| – | – | 0.09% | 128 |
|
|
2023
Q3 | $257K | Hold |
5,540
| – | – | 0.1% | 125 |
|
|
2023
Q2 | $258K | Sell |
5,540
-1,200
| -18% | -$56K | 0.09% | 126 |
|
|
2023
Q1 | $318K | Sell |
6,740
-1,780
| -21% | -$83.9K | 0.12% | 114 |
|
|
2022
Q4 | $396K | Sell |
8,520
-100
| -1% | -$4.64K | 0.16% | 107 |
|
|
2022
Q3 | $397K | Hold |
8,620
| – | – | 0.17% | 101 |
|
|
2022
Q2 | $409K | Sell |
8,620
-199
| -2% | -$9.44K | 0.16% | 102 |
|
|
2022
Q1 | $418K | Buy |
8,819
+205
| +2% | +$9.72K | 0.14% | 103 |
|
|
2021
Q4 | $434K | Buy |
8,614
+9
| +0.1% | +$453 | 0.14% | 103 |
|
|
2021
Q3 | $439K | Buy |
+8,605
| New | +$439K | 0.15% | 102 |
|